Domestic News - Shenzhen has launched the "Super Charging City 2.0" construction plan, aiming to accelerate the application of high-power charging technologies for heavy trucks and passenger vehicles [3] - FAW Audi has accelerated its channel layout with the opening of the first 100 authorized stores for the Q6 Le-tron family, planning to have over 500 stores by mid-July, providing a complete luxury electric service network [4] - Zeekr has integrated the Doubao large model technology into its new version of ZEEKRAIOS, enhancing its smart cockpit capabilities with improved semantic understanding and local service integration [5] - SAIC-GM-Wuling has selected 9 new energy models for the 2025 rural promotion campaign, aiming to increase sales in lower-tier markets, with an expected sales share exceeding 60% this year [6] - BYD has announced a patent for a wireless charging system for vehicles, indicating advancements in electric vehicle charging technology [7] - WeRide has signed a cooperation agreement with Uber and Dubai's RTA to deploy commercial Robotaxi services in Dubai, with plans for full unmanned operations by Q1 2026 [8] - Geely's subsidiary WoFei ChangKong has established a regional headquarters project in Hangzhou, focusing on the development of electric vertical takeoff and landing aircraft [9] - LG Energy Solution has signed a 6-year supply agreement for 46 series cylindrical batteries with Chery Automobile, with an order scale of 8 GWh, sufficient for approximately 120,000 electric vehicles [10] Foreign News - The UK government has announced a £4 billion investment to double the number of electric vehicle charging points, aiming to install 100,000 charging stations in England [11] - Canada's overall automotive sales increased by 11.3% year-on-year in April, despite a 28.5% decline in zero-emission vehicle sales [12] - The US and UK have reached a trade agreement that includes a quota of 100,000 vehicles per year for UK car imports, subject to a 10% tariff [13] - Hyundai has commenced production of passenger car engines at its new plant in Talegaon, India, marking a significant expansion in its manufacturing capabilities [13]

Core Viewpoint - The light truck market in China is experiencing growth, with the "Light Truck First Influence Index" showing a 21.4% increase month-on-month in May 2025, although it has decreased by 7.8% year-on-year compared to May 2024 [2][18]. Group 1: Market Performance - In May 2025, the total score of the "Light Truck First Influence Index" for nine major light truck companies reached 1726 points, up from 1422 points in April 2025 [2]. - The rankings for the light truck brands are as follows: Jianghuai 1 Card (388 points), Jiefang Light Truck (262 points), Dongfeng Light Truck (238 points), China National Heavy Duty Truck HOWO Light Truck (233 points), Foton Aoling (164 points), Qingling Light Truck (129 points), Jiangling Light Truck (124 points), YuTong Light Truck (69 points) [3][20]. Group 2: New Product Launches - In May, several new products were launched in the light truck market, with significant orders being delivered, including a batch of 100 Jianghuai 1 Card Shailing Q6 Champion Edition trucks to a logistics company in Yunnan [5][8]. - China National Heavy Duty Truck HOWO Light Truck launched the 2025 model "Hanjiang" in Guangzhou, which features 108 upgrades and received 118 orders at its debut [12]. - Qingling introduced two new models, the intelligent heavy truck Lingjie and the efficient pure electric light truck Lingkun, showcasing significant advancements in design and technology [14][15]. Group 3: Brand Strategies and Promotions - Jianghuai is actively promoting its products with a focus on fuel efficiency and low operational costs, offering services such as rapid rescue and real-time vehicle monitoring [9]. - Jiefang Light Truck has launched a customer rights initiative, focusing on enhancing customer experience and operational efficiency through various support systems [22]. - Dongfeng Light Truck has initiated promotional activities to attract customers, including a group purchase event with various incentives [22]. Group 4: Industry Trends - The light truck market is witnessing a trend towards new energy vehicles and technological upgrades, with companies focusing on improving fuel efficiency and reducing emissions [29]. - The competitive landscape is shifting, with Jianghuai maintaining its lead, while Jiefang and Dongfeng are also strengthening their positions in the market [18][24].

近年来，几内亚凭借丰富的矿产资源和积极的基建规划，经济发展势头迅猛。随着建设项目不 断推进，对高效运输设备的需求与日俱增，一汽解放此次交付的212辆车辆，将极大提升当地 运输效率，为城市建设、资源运输等领域提供坚实运力支撑。 目前，一汽解放聚焦海外客户需求，完善海外市场布局，产品已出口至全球88个国家和地 区，过去三年海外销量年增速均超过60%。未来，一汽解放将持续践行"SPRINT 2030"国际 化战略，因地制宜贴近本地市场，以创新之力，为全球客户提供高品质产品和高质量服务。 近日，212辆解放卡车成功交付客户，它们即将跨越重洋，奔赴几内亚，为当地运输行业注入 全新活力。 一汽解放作为中国商用车行业领军者，始终以创新驱动为引擎。此次交付的212辆卡车，更是 多年技术沉淀与市场深耕的结晶。面对几内亚复杂地形与频繁重载运输场景，解放卡车搭载定 制化动力解决方案，动力澎湃、性能稳定；以轻量化设计搭配高效节能技术，实现装载与能耗 的完美平衡；依据当地特殊作业需求，针对产品进行智能化、专业化改造，展现出一汽解放对 客户需求的精准把握。 "选择与一汽解放合作，源于对其品牌实力的信赖。"客户代表在交付现场表示，"这些车 ...

Core Viewpoint - The natural gas heavy-duty truck market in China is experiencing significant growth, with sales expected to reach a historical high of 178,200 units in 2024, representing a 17% year-on-year increase, driven by factors such as the implementation of the National VI standard, declining LNG prices, and the recovery of road freight [1][18]. Industry Overview - Natural gas heavy-duty trucks are categorized into LNG and CNG trucks, with LNG trucks offering larger fuel capacity and longer range. The environmental benefits include a reduction in CO2 emissions by approximately 20%, CO by 97%, HC by 72%, and NOX by 30% compared to fuel vehicles [1][11][13]. - The market saw a significant decline in sales during 2021-2022 due to low freight rates and rising LNG prices, but a recovery is underway in 2023 and 2024 [1][18]. Market Dynamics - In 2024, five companies achieved sales exceeding 10,000 units, capturing over 95% of the market share, with major players including FAW Jiefang and China National Heavy Duty Truck Group [22][24]. - The market is characterized by high concentration, with the top two companies holding 55.5% of the market share [24]. Policy Support - The Chinese government is actively promoting natural gas heavy-duty trucks through various policies, including the implementation of the National VI emission standards and subsidies for replacing old trucks with new natural gas models [13][15]. - The National Development and Reform Commission issued guidelines to prioritize the use of LNG in transportation vehicles starting from August 2024 [15]. Market Trends - The natural gas heavy-duty truck market is expected to continue growing, supported by technological advancements, policy incentives, and increasing market demand [27]. - Key competitive factors among manufacturers include high horsepower, long range, and fuel efficiency, with companies launching new models featuring advanced technologies [28][29].

Group 1 - The company, FAW Jiefang Automotive Co., Ltd., has applied for a patent for a DPF regeneration method, device, computer equipment, and storage medium, with the publication number CN120159639A and application date of April 2025 [1] - The patent involves a method that utilizes the pressure difference of the DPF to determine carbon load and employs engine braking to regenerate the DPF, reducing fuel consumption and enhancing energy efficiency [1] - The method aims to minimize reliance on additional fuel injection for heating during DPF regeneration, thereby lowering regeneration costs [1] Group 2 - FAW Jiefang Automotive Co., Ltd. was established in 2002 and is primarily engaged in the automotive manufacturing industry, with a registered capital of 1,080,301.25 million RMB [2] - The company has made investments in 23 enterprises and participated in 5,000 bidding projects, indicating a significant presence in the market [2] - The company holds 273 trademark registrations and 5,000 patent records, along with 181 administrative licenses, showcasing its extensive intellectual property portfolio [2]

点击蓝字 关注我们 能源商用年周报 (总第0107期 2025年6月第2周) 企业园 ▌自录 CONTENTS 乘联分会&科瑞咨询联合发布 江淮商用车：江淮商用车价值中国行暨新能源轻卡全场景解决 方案登陆广州 行业数据 供应链 · 市场：市场：新能源中重卡延续高速增长 重庆市经济和信息化委员会关于印发《重庆市加快推进公共领 域车辆全面电动化工作方案》的通知 到2025年底,建成"特色鲜明、体系健全、创新发展"的公共 领域车辆全面电动化试点先行区。全市公共领域车辆电动化水 平大幅提升,累计推广新能源汽车18万辆以上。其中,2025年 新增和更新公务用车、城市公交、出租等领域车辆电动化比例 超过90%，新增和更新环卫、邮政等领域车辆电动化比例力争 达到80%，其他公共领域车辆电动化比例显著提升。 嘉兴市发展和改革委员会发布关于印发《嘉兴市 2025年碳达峰 砖中和工作要点》的通知 文件明确,进一步完善能源体系。全力推进能源项目建设,淘 汰更新各类重点用能设备3000台 (套) 左右，加快推动嘉兴电 厂四期等重大能源基础设施项目建设。大力发展非化石能源， 新增火电100万千瓦，光伏80万千瓦； 到2025年底，可再 ...

2025年5月份，我国新能源重卡整体实销1.51万辆，同比大增190%，单月销量已连续三个月 超过1.5万辆！作为新能源重卡市场占比最高的细分领域，新能源牵引车表现如何？跑赢还是 跑输？ 请看第一商用车网的分析报道。 新能源牵引车5月实销1.1万辆 ，同比大增285% 根据第一商用车网最新掌握的终端销量数据（注：本文数据来源为交强险实销口径，不含出口 和军车，下同），2025年5月份，国内新能源重卡销售1.51万辆，环比今年4月份下降5%， 同比增长190%。其中新能源牵引车销售1.1万辆，环比下降5%，同比增长285%，同比增速 较上月（+364%）有所缩窄，继续呈现暴涨之态。与新能源重卡市场整体走势相同，新能源 牵引车市场在2025年5月份也交出环比小降、同比暴涨的成绩单，而新能源牵引车市场的增速 比新能源重卡市场整体增速更高（高95个百分点）。 2025年5月份，新能源牵引车在新能源重卡市场占到72.95%的份额，较上月（73.20%）略 有缩窄。今年1-5月，新能源牵引车在新能源重卡市场占到72.66%的份额，较2024年全年 67.99%的占比明显提升，与去年同期相比则提升了超16个百分点（如上图） ...

● 潍柴33万 玉柴26万 云内/全柴争前三 前5月多缸柴油机销量来了 | 头条 ● 三一500公里续航电动重卡将亮相，中长途电动化再提速 ● 6500辆公交、6万辆物流车！重庆加速商用车电动化 ● 5月新能源重卡销超1.5万辆渗透率创新高！徐工/三一/解放争冠 谁暴涨15倍？| 头条 ● 这一地招标279辆新能源公交车！ 百家号 长按识别 09 微信视频号 长按识别 = P = ...

Core Insights - The report highlights a significant shift in the automotive brand influence landscape in China, particularly in the passenger vehicle sector, where domestic brands have made historic breakthroughs, with six out of the top ten positions occupied by Chinese brands [1][3][5] Passenger Vehicle Market - BYD leads the passenger vehicle market with verified sales of 623,400 units, surpassing Volkswagen by 180,000 units, indicating a strong market dominance driven by its advancements in new energy technology [3] - Aito (问界) has established a new benchmark in brand reputation with an impressive 89.67% netizen voice share and only 29 complaints, showcasing its quality management as a model for high-end market strategies [3] - New entrants like Li Auto and Xpeng maintain a strong presence in the mid-market segment, while Xiaomi's vehicle has not yet matched its high media presence with corresponding sales figures [3] Commercial Vehicle Market - Jiangling Motors stands out in the light commercial vehicle sector, ranking first with a score of 684.22, despite having only 44% of the second-place competitor's media voice, demonstrating effective conversion of positive sentiment into sales [4] - The pickup truck market continues to see a concentration of market share, with Great Wall Motors dominating 47% of the total sales in the top ten, while Jiangling maintains a strong second position [4] - In the light truck segment, Foton leads with 91,900 units sold, capturing 34% of the market share, while the new energy player, Dongfeng, leads in electric vehicle discussions with a 72.18% netizen voice share [5] Industry Trends - The report indicates a core trend of transformation within the automotive industry, with domestic brands reshaping competitive dynamics in the passenger vehicle sector and local companies establishing dominance in the commercial vehicle market [5] - The upcoming data collection for the second quarter will continue to provide authoritative references for policy-making, corporate strategy, and investment decisions, reflecting the ongoing evolution of the Chinese automotive industry [5]

以下文章来源于财经杂志 ，作者尹路 顾翎羽 2025年6月10日晚开始，多家车企先后公开承诺，对供应商的账期不超过60天，截至发稿，共有17家车企发布承诺：广汽、一汽、东风、 赛力斯、吉利、长安、上汽、比亚迪、奇瑞、长城、北汽、小鹏、小米、零跑、理想、蔚来、江汽。 除了承诺 60天账期，上汽、北汽追加承诺不采用商业承兑汇票等增加供应商资金压力的结算方式；一汽、江汽追加承诺精简审批环节，利 用数字化技术实现对合同执行、发票匹配、付款申请等全流程节点的实时监控，确保每一笔应付款项按期支付。 车企承诺账期上限，主要是为了响应 2025年6月1日施行的修订版《保障中小企业款项支付条例》。 该条例第九条规定： "机关、事业单位从中小企业采购货物、工程、服务，应当自货物、工程、服务交付之日起30日内支付款项；合同另 有约定的，从其约定，但付款期限最长不得超过60日。大型企业从中小企业采购货物、工程、服务，应当自货物、工程、服务交付之日起 60日内支付款项；合同另有约定的，从其约定，但应当按照行业规范、交易习惯合理约定付款期限并及时支付款项，不得约定以收到第三 方付款作为向中小企业支付款项的条件或者按照第三方付款进度比例支 ...